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Dimensional Inflation-Protected Securities ETF

128 hedge funds and large institutions have $585M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.7%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
27
Increased
67
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
76
Prosperity Capital Advisors
Ohio
$682K +$54.3K +1,342 +9%
SCM
77
Saxony Capital Management
Missouri
$639K -$2.08M -51,313 -76%
FWP
78
Firethorn Wealth Partners
Georgia
$608K +$7.73K +191 +1%
AC
79
Applied Capital
Arkansas
$607K +$8.18K +202 +1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$588K +$59.2K +1,461 +11%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$581K -$33.9K -838 -6%
BH
82
Burk Holdings
Oklahoma
$531K +$531K +13,113 New
DAS
83
Dynamic Advisor Solutions
Arizona
$528K +$84.1K +2,078 +19%
MWM
84
Modera Wealth Management
New Jersey
$520K +$520K +12,833 New
VH
85
Visionary Horizons
Tennessee
$493K +$16K +395 +3%
APC
86
Aspire Private Capital
North Carolina
$433K +$27.3K +674 +7%
NA
87
Note Advisors
New York
$430K +$430K +10,619 New
HWM
88
HFG Wealth Management
Texas
$424K +$7.99K +189 +2%
SF
89
SageOak Financial
Oklahoma
$403K +$403K +9,944 New
TWCA
90
Two West Capital Advisors
Kansas
$401K +$37K +914 +10%
DWM
91
Drive Wealth Management
Utah
$374K -$49.4K -1,219 -12%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$371K +$25.2K +622 +7%
SIG
93
Spinnaker Investment Group
California
$359K -$284K -7,013 -44%
SA
94
Stewardship Advisors
Pennsylvania
$345K +$58.8K +1,452 +21%
SHFA
95
SC&H Financial Advisors
Maryland
$315K +$121 +3 +0%
LIA
96
Lynx Investment Advisory
District of Columbia
$307K +$1.98K +49 +0.7%
Betterment LLC
97
Betterment LLC
New York
$289K +$64.4K +1,592 +29%
FFG
98
First Financial Group
North Carolina
$261K +$261K +6,445 New
LG
99
LAM Group
Oregon
$250K -$42.5K -1,050 -15%
VAS
100
Vestmark Advisory Solutions
Massachusetts
$238K +$6.92K +171 +3%